13 - 15 September, 2016
44 (0) 207 036 1366
2016 Speakers include:
Felix is the founder and CEO of ACT Currency Partner, a Hedge Fund Manager with 20 years of history in working with institutional clients. The prime focus of ACT is generation of alpha in currency, option and precious metals, which is reflected in an average performance of 7.6% for the last 8 years. ACT Incubation's business model offers investment professionals the possibility to run their own Hedge Fund strategy. During his career in Citibank and J.P. Morgan Felix Adam gained a deep experience in providing Alpha with currencies. In 1992 he established ACT, which is today a well-known currency and global macro specialist. Felix will be joining the Debate ‘Active Currency Strategies – Which Will Yield The Best Profits In Current Market Conditions?’ on the 14th September.
Saeed is currently publishing ground-breaking quant strategy notes at Thalesians Ltd., drawing upon nearly a decade of experience both creating and running systematic trading models successfully with real cash. Independently, he is also a systematic FX trader, running a proprietary trading book trading liquid G10 FX. He has also recently written a book on trading which is was published by Palgrave Macmillan: Trading Thalesians - What the ancient world can teach us about trading today. Saeed will be taking part in the session ‘Gaining The Critical Information Edge: How Can You Take Advantage Of Data Analytics To Make More Informed Investment And Trading Decisions?’ on the 15th September.
Tixall Global Advisors
Paul has worked in the financial industry since 1994, specializing in quantitative finance for multi‐asset strategies, including currency. Throughout his career he has held positions on both the buy and sell sides of the industry, cultivating unique experiences, expertise and insights as a quantitative strategist, portfolio manager, trader and sales person in global equities, global fixed income, derivatives and global foreign exchange. Paul spent the first half of his career on the buy‐side holding prominent positions at Baring Asset Management, Santander Global Advisors, Putnam Investments, Fleet/Columbia Management and at his own fund Prometheus Quantitative Strategies. On the sell‐side Paul has spent the later part of his career specializing in strategies and quantitative alpha generation, utilizing electronic and algorithmic trading techniques, at Bank of America, Morgan Stanley and TD Securities. Paul is established as one of the industry’s leading authorities on the subject of market microstructure in global foreign exchange and transaction cost analysis (TCA), having published a myriad of widely read papers on these subjects as well as being the named inventor of two important patented solutions for FX TCA. Paul will be contributing his expertise to the Panel ‘360° Perspective: Shining A Light On The Blurring Boundaries Amongst FX Market Players - How Is The Provision, Distribution And Consumption Of Liquidity Shifting?’ on the 14th Sept and the Debate ‘Execution Model Pros And Cons - Is A Pure Shift Towards The Agency Model A Wise One, Or Should Principal And Hybrid Models Still Have A Key Role To Play?’ on the 15th September.
Research Director, Capital Markets
Brad is a research director with Celent's Securities and Investments practice, and is based in the firm's New York office. He is an expert in electronic trading of equities, foreign exchange derivatives, credit, rates, and futures. His research focus is on emerging technology and trading technology across asset classes. Brad has more than 20 years of Wall Street industry experience in trading, technology, sales, strategy, analysis, and consulting. A noted thought leader, he is quoted in the industry and general press, including: WSJ, Financial Times, Bloomberg Business Week, &Forbes, as well as radio and TV. Brad will be chairing the Platform Evaluation Day on the 13th September.
ACI FMA International
Marshall is the President of the largest global wholesale financial markets trade body, ACI Financial Markets Association (ACI FMA). The organisation represents over 10,000 members in over 65 countries, involved in the regulated wholesale financial markets. Based in London and Paris, Marshall is responsible for leading the ACI FMA and its extensive and diverse membership world-wide. He assists the ACI in working closely with regulators, central banks and all sections of the market to improve ethical conduct and behaviour, provide specific education on wholesale markets, and lead the global network. Additionally, Marshall serves as Chairman of the Board of CIBC World Markets plc in London, as Chair of the Risk Committee and Non-Exec Director of Chubb Insurance in Europe and has been appointed as an Independent Director on UK Financial Investments (UKFI), the government body overseeing the UK government's ownership of RBS, Lloyds Banking Group and UK Asset Resolution. Marshall will be chairing the first day of the conference on 14th September, as well as moderating the Panel ‘Lifting The Lid On Regulations - Which Reforms Are Causing More Harm Than Good And How Can You Minimise Their Negative Impact On Your Trading Desk?’ on the 14th September.
Senior Foreign Exchange Trader
T. Rowe Price
T Rowe Price is a Global Investment manager with offices in 14 countries, managing client assets over $700 Billion. The investment execution is traded out of Sydney, Hong Kong, London and Baltimore. Toby is on the TradeTech FX 2016 Advisory Board, and will be sharing his expertise on the Panel Discussion ‘Crystal Ball Session: FX Markets In 2026 - What Does The Future Hold For All FX Players In The Next Decade And Beyond?’ on the 15th September.
Yoav is the Managing Director and Portfolio Manager at Victory FX, the specialist G10 currencies, gold, silver and oil accounts manager and consultant. He is responsible for managing funds and consulting for firms and HNIs based on the unique Orbits trading strategy which he developed for six years. It identifies genuine (from false) breakout of long term price range with 90% probability for very large moves. Yoav will be presenting a case study ‘New Trading Insights: Identifying Genuine Breakouts And The Price Cycle That Follows’ on the 14th September as well as contributing to the panel ‘Crystal Ball Session: FX Markets In 2026 - What Does The Future Hold For All FX Players In The Next Decade And Beyond?’ on the 15th September.
Philippe has been involved in the financial markets for over thirty years and managing money globally for twenty-eight years across multiple asset classes and trading strategies. He has built a number of successful businesses including the Cedar Fund and Cedar Diversified Macro Fund which were sold to Erste Bank in mid-2007; and Cedar Partners, the external investment advisor to Commerzbank for alternative investments; an investment business that grew over 600% during this period. Prior to founding Cedar, Philippe ran a proprietary trading and advisory firm specialising in global macro trading. This business had evolved from the international activities of a risk arbitrage firm established by former Kidder, Peabody & Co. colleagues. Philippe began his financial career at Kidder, Peabody in New York as an international corporate finance analyst. He then became responsible for international equity investment for Kidder, Peabody's London-based investment management business where he managed investments for institutional clients including the BHP Pension Fund. Philippe will be adding his expertise to the session ‘360° Perspective: Shining A Light On The Blurring Boundaries Amongst FX Market Players - How Is The Provision, Distribution And Consumption Of Liquidity Shifting?’ on the 14th September.
John Locke Investments
Francois is the CEO and Founding Partner of John Locke Investments SA, a company which was set up near Paris, France in 2001. JLI investment programs are based on the systematic application of computerized trading strategies, with a particular focus on the dynamic management of risk. The strategies are purely quantitative in nature and are based on in-depth analysis of market price movements. Since the beginning of his investment management career, Francois has always held the belief that sustainable returns are only achievable through a commitment to disciplined and rigorous quantitative research. This belief permeates all aspects of the research effort within the firm and is also ingrained in the corporate culture of John Locke Investments.
Global Head of Fixed Income & FX
Schroder Investment Management
At Schroder IM, Robert has full responsibility for the entire FX execution process. As sourcing market liquidity becomes more of a challenge, as experienced by many buy side firms in 2015 and 2016, Robbie and his team have looked for ways to adapt to this change. He will be sharing his expertise on new methods to source liquidity during the Panel ‘360° Perspective: Shining A Light On The Blurring Boundaries Amongst FX Market Players - How Is The Provision, Distribution And Consumption Of Liquidity Shifting?’ on the 14th September.
Head of Strategy, Global Sovereign Market
UBS Asset Management
Massimiliano is a global thought leader on global macroeconomic, financial and political trends and is often called in by leading institutions as an expert on matters surrounding the management of FX reserve management and sovereign wealth. He has recently published The New Economics of Sovereign Wealth Funds in the Wiley Finance Series and regularly publishes articles and research on international economic policy and financial market issues. He is often quoted in international and regional media. In his distinguished career, he has Head of Governmental Affairs for Europe, Middle East and Africa and Senior Economist for the Middle East region at UBS Group. Massimiliano will be bringing his expertise to the session ‘All Star Panel: A View From The Full FX Value Chain - How Is The FX Market Likely To Evolve In 2017 And What Do These Market Structure And Macro Changes Mean For Buy Side Trading And Portfolio Management Functions?’ on the 15th September.
Brown Brothers Harriman
Marc has 30 years of experience in the FX market. He started his career in 2005 at BBH as Global Head Of Currency Strategy. His current research projects include global imbalance and the relationship between savings, investment and growth. Marc is often called upon to provide macro-economic expertise on CNBC and Bloomberg amongst other media. Marc will be chairing Stream B at the conference on the 15th September, as well as contributing his expertise to the session ‘US Dollar Drill Down – Is The US Dollar Still A Safe Haven In The Current Market?’
Chief Investment Officer
Paul Chappell is Chief Investment Officer of C-View Limited, which he established in 1996, launching the C-View Currency Managed Account Program, which has produced consistent risk adjusted returns since inception. In 2008 C-View launched the C-View Emerging, Developing and Minor Currency Program to capitalise upon the Company’s particular expertise in minor and developing currency FX. Since that time C-View has used its infrastructure and trading and operational relationships to assist in the launch of other currency and currency related investment programs. C-View has in excess of US$ 50mio in Assets Under Management. Paul will be participating in the Debate ‘Active Currency Strategies – Which Will Yield The Best Profits In Current Market Conditions?’ on 14th September.
Chair, BIS Markets Committee and Assistant Governor (Financial Markets)
Reserve Bank of Australia
Guy is the Chair of the BIS Markets Committee and is the Bank's representative on the BIS Committee on Global Financial Stability. He is Chair of the BIS working group developing a single global code of conduct for the foreign exchange market and is also the Chair of the Australian Foreign Exchange Committee. He will be delivering a regulatory keynote ‘Taking The First Steps Towards A Standard Industry Code of Conduct – Defining What Constitutes Acceptable And Unacceptable Behaviour’ on the 14th September.
Deputy CIO and Partner
Florin Court Capital LLP
David is a partner in a new quantitative, cross-asset hedge fund that has 8 employees and trades over 150 markets on 35 exchanges around the world. Together with the CIO, David is responsible for the investment management of the fund and oversees its ongoing research effort. With David’s background and experience he is particularly focused on the FX models they trade which make up a significant portion of their risk exposure. David recently managed a portfolio of over 30 currencies for 4 years in his previous job. Now, David is embarking on a new effort to improve on the success of the approach he adopted then. David will be participating in the Panel ‘Moving Beyond China’s Renminbi - Which Other Emerging Market Themes Should You Factor Into Your Portfolio Mix?’ on the 14th September.
Senior Regulatory Policy Advisor
Vincent is in charge of capital markets, capital requirements and risk management related files. Vincent is a company lawyer, and member of the Belgian Institute for In-House Lawyers. On the back of ongoing regulatory reform, Vincent will be providing expertise on how the FX market structure has been impacted by regulation on the Panel ‘Lifting The Lid On Regulations - Which Reforms Are Causing More Harm Than Good And How Can You Minimise Their Negative Impact On Your Trading Desk?’ on the 14th September.
Head of Foreign Exchange Management
Union Bancaire Privee
Olivier is the head of the Currency Management Foreign Exchange team for the UBP Investment Management division. He has designed and set up the FX platform for Asset Management. His team manages passive and active currency risk as well as tailor made FX strategies across funds and mandates. Olivier has developed an active investment process for investing in global currencies. He also contributes on the Bank’s Investment Committee. Before joining UBP, Olivier spent 15 years at Pictet Asset Management both in London and Geneva where he held several positions as an Investment Manager, initially in the Multi-Asset and Total-Return unit and subsequently in the Asian Equity Long/Short team where his focus was on ASEAN countries. Olivier will be adding his expertise to the sessions ‘The Asset Allocators Perspective - In Light Of Lower Returns In Other Asset Classes, How Can Investors Be Persuaded To Include FX As A Key Portfolio Asset?’ on the 14th September and ‘US Dollar Drill Down – Is The US Dollar Still A Safe Haven In The Current Market?’ on the 15th September.
Managing Director, CEO of ITG Solutions Network, Head of ITG’s Analytics
Ian is the CEO of ITG Solutions Network, Inc. and a Managing Director at ITG, Inc. Prior to joining the company in 2001, he served as the Mary Jean and Frank P. Smeal Professor of Finance at Pennsylvania State University and previously was the Household International Research Professor of Economics at Northwestern University. A former member of the NASD’s Bond Market Transparency Committee, Ian also served as chair of the Economic Advisory Board of the NASD. Ian has held positions with Northwestern’s Kellogg Graduate School of Management, Columbia University, the Commodity Futures Trading Commission, the International Monetary Fund and the World Bank. He is currently a Fellow of the Program in the Law and Economics of Capital Markets at Columbia University. Ian will be participating in the ‘All Star Panel: A View From The Full FX Value Chain - How Is The FX Market Likely To Evolve In 2017 And What Do These Market Structure And Macro Changes Mean For Buy Side Trading And Portfolio Management Functions?’ on the 15th September.
Co-Founder and Director
Pete Eggleston was previously at Morgan Stanley, joining in August 2010 to set up the Quantitative Solutions & Innovations (QSI) team within the Fixed Income Division, a client-facing quantitative group that sought to add value to client investment processes through the delivery of TCA and execution analytics, algorithmic products and bespoke projects. Prior to joining Morgan Stanley, Pete has held a number of roles within the financial sector, commencing his career at NatWest Markets in 1992, and subsequently ABN AMRO and RBS. Pete will be bringing his expertise to the buy side breakout session ‘Exploiting The Latest Advances In TCA On Your Trading Desk’ on the 15th September.
Managing Director - Global Head of G10 FX Strategy
Dr. Steven Englander is Managing Director and Global Head of G10 Strategy at Citi. He returned to Citi in April of 2010. The Citi FX Strategy team has been named the #1 FX Strategy team by FX Week and Euromoney. Steve publishes frequently in CitiFX Strategy publications and is a frequent consultant to Citi's internal and external clients on how macroeconomic policy, regulation and asset markets affect FX markets. His expertise is on reserves management, earnings repatriation, capital flows, and global imbalances. He has written extensively on Bitcoin and digital currencies. Prior to rejoining Citi, Mr. Englander was Chief Foreign Exchange Strategist for the Americas at Barclays Capital. Previously he spent eight years with Citibank/Salomon Smith Barney where he was Global Currency Economist based in London. Citi was ranked #1 in currency economics and long-term strategy every year that he occupied that position. Before moving to the private sector, he worked at the Federal Reserve Bank of New York, where he was Senior Research Officer and Head of the Domestic Research Department, and the OECD. Steven will be participating in the Panel Discussion ‘All Star Panel: A View From The Full FX Value Chain - How Is The FX Market Likely To Evolve In 2017 And What Do These Market Structure And Macro Changes Mean For Buy Side Trading And Portfolio Management Functions?’ on the 15th September.
FX Product Manager
Ben is the Product Manager for the FX trading, sales and analytic solutions at Quod Financial for sell-side and buy-side institutions. Ben has worked in London and New York for over 15 years, developing and delivering FX trading technologies used by tier 1 and 2 global investment banks. Ben will be participating in the Platform Evaluation Day on the 13th September.
Global Head of Trading
Legal & General Investment Management
Stephen is the Head of LGIM’s Global Trading team. He joined LGIM in 2012 from Barclays Wealth where he held the position of Global Head of Dealing and Sales Trading. At Barclays Wealth, Stephen was responsible for buy-side trading team for the active asset management division and sales trading for small institutions and individual clients. Prior to Barclays Wealth Management, he was Head of Global Dealing for Fortis Investments based in Paris. Stephen will be part of the ‘All Star Panel: A View From The Full FX Value Chain - How Is The FX Market Likely To Evolve In 2017 And What Do These Market Structure And Macro Changes Mean For Buy Side Trading And Portfolio Management Functions?’ on the 15th September.
Senior Regulatory Policy Advisor GFXD
Andrew is Managing Director, Europe, of the Global FX Division of GFMA (Global Financial Markets Association, whose member associations include SIFMA, AFME and ASIFMA). The Division was formed in June 2010 to support efforts to promote an efficient FX market, monitor regulatory developments that could affect the market and assist the industry in building out the infrastructure of the future. Its members currently comprise 23 global FX market participants, collectively representing more than 90% of the FX market. While focused on Europe, Andrew has responsibilities for global initiatives as the Division seeks to harmonize evolving rules for FX across jurisdictions. Andrew will be taking part in the Panel Discussion ‘Lifting The Lid On Regulations - Which Reforms Are Causing More Harm Than Good And How Can You Minimise Their Negative Impact On Your Trading Desk?’ on the 14th September.
Global Head of Electronic Markets
Svante oversees SEB’s electronic trading franchise across markets products including FX and Equities. With an original background in digital X-ray imaging, leading into financial engineering, he joined SEB in Stockholm in 2013, having come from J.P. Morgan in London where he worked as managing director and global head of eFX trading. Svante will be participating in the Panel Discussion “Adopting Next Generation Best Execution Practices: What Crucial Pre Trade Insights Can Help You To Make More Informed Trading Decisions, And How Can You Exploit Next Generation Algos To Sharpen Your Trading Edge?” on the 14th September.
Head Multi-Asset Trading
Union Investment is one of Europe’s leading asset managers. Christoph manages trading activities for the entire portfolio including: cash equities, fixed income, fund and ETF business, FX, listed and OTC derivatives, and securities lending, with extensive experience in portfolio management and trading. Christoph won the award for Head of Trading – Europe at the 2016 Alpha Trader Forum, and is on the TradeTech FX 2016 Advisory Board. He will be contributing his expertise to the session ‘Adapting To Today’s Multifaceted FX Ecosystem - How Can You Best Prepare Your Trading And Portfolio Management Functions To Survive And Thrive?’ on the 14th September.
Director, Global Product Marketing
Ganesh is Global Product Marketing Director for Financial Markets Network at IPC Systems, a leading provider of specialized communications and managed network-as-a-service solutions for the capital markets. At IPC, Ganesh is responsible for spearheading global product marketing initiatives, building brand awareness and growing the business. He has been widely quoted in the press regarding various aspects of the financial markets and has been featured in a number of publications including the Wall Street Journal, Financial Times, CIO Review magazine, Global Trading magazine, FX-MM, Best Execution magazine and Futures and Options World. He has also been a speaker and panelist at various industry events in the US, UK, France, Canada, Hong Kong, Singapore, Australia and Japan. Ganesh will be presenting the keynote session “Alpha Generation and Risk Mitigation in Global FX Markets’ on the 14th September.
Vice President, Markets
Thomas joined the Firm's Markets team in 2015 and supports several of the Firm's fixed income, currencies and commodities clients. Prior to joining Greenwich Associates he was a fixed income product specialist at Julius Baer International in London having transitioned from Bank of America Merrill Lynch where he ran the EMEA Fixed Income Sales and Trading Desk for the Global Wealth and Investment Management business. Thomas also has experience as an IT consultant in London where he focused on the finance sector. Thomas will be chairing Day Two of the conference on 15th September.
COO & Co-Founder
Darren has led sales and operations in the financial services markets for over a decade. He co-founded MarketFactory with a vision of providing clean, fast code to the FX market, following his role as Head of New Business Sales Americas for EBS / ICAP. Prior to joining EBS, he was a Sales Executive for IBM Wall Street accounts.
Behavioural and Macro Economist
Senior Forex & Derivatives Trader
APG Asset Management
Ronald has managed FX trading for APG Asset Management since 2011. He is responsible for managing market risk arising from APG portfolios. Among his main tasks are selecting, implementing and using of various electronic trading and TCA solutions. Ronald has extensive experience in FX markets and specifically of using and evaluating single & multi bank trading platforms, ECN’s and algorithmic trading. From 2008 to 2010 Ronald managed the trading desk for derivatives trading in New York at APG US. Before this he traded various products in all major assets classes around the world for ABP Investments. Ronald will be participating in the session ‘Buy Side Perspective Panel Discussion: Determining your wish list for partnering with new FX platforms’ at the Platform Evaluation Day on the 13th September.
Managing Director, Head of FX and Global EM
Natixis Asset Management
Brigitte Le Bris heads up the FX strategy for Natixis Asset Management, the 7th largest money manager in Europe, where she has been since September 2010 as Head of Currency and Global Fixed Income. Brigitte is directly responsible for the strategy within both emerging market and G10 currencies. Brigitte will be contributing her expertise to the Panel ‘Moving Beyond China’s Renminbi - Which Other Emerging Market Themes Should You Factor Into Your Portfolio Mix?’ and the session ‘The Asset Allocators Perspective - In Light Of Lower Returns In Other Asset Classes, How Can Investors Be Persuaded To Include FX As A Key Portfolio Asset?’, both on the 14th September.
Director and Investment Manager
Victor Lebreton manages the strategies and the portfolio for Quant Hedge a prop-trading fund. His experience in developing electronic trading platforms, and quantitative trading allows him to discuss how systemic and algorithmic trading can assist towards investment research, and act as a tool towards more controlled and smarter trading. Victor will be taking part in the session ‘Gaining The Critical Information Edge: How Can You Take Advantage Of Data Analytics To Make More Informed Investment And Trading Decisions?’ on the 15th September.
Senior Quantitative Analyst
Ben is responsible for research and investment management in FX for AHL, a major systematic hedge fund. Differences in monetary policy between countries are a key input for many currency moves. Ben will be sharing his experiences in the session ‘Diverging Monetary Policies - What Opportunities And Risks Do The Current Broad Economic Movements Create For FX Portfolio Managers?’ on the 14th September. He is also on the TradeTech FX 2016 Advisory Board.
Director Global Ecosystem Development FinTech & InsurTec
Liz Lumley is Director, Global Ecosystem Development, Startupbootcamp FinTech & InsurTech. She has spent over 20 years working in the financial technology space, most recently as an editor at financial services and technology newswire, Finextra. In addition to being an internationally recognised conference speaker and moderator, she is also a regular contributor to Brett King’s Breaking Banks radio show on the VoiceAmerica Business channel. Elizabeth will be hosting the Dragons’ Den session on 15th September.
Velador Associates Ltd
Velador Associates provides consulting expertise on the financial markets, including forensic analysis of financial transactions and market data, as well as regulatory issues. The firm has been at the centre of the debate on the practice of 'Last Look' in Foreign Exchange ("FX"), advising central banks, corporates, industry bodies, regulators and law firms on the subject. The team includes financial mathematicians and software developers from the world's leading universities, as well as former quantitative analysts, traders and risk managers from first tier investment banks; representing decades of experience at the highest levels of both mathematics and finance. Caspar will be taking part in the Debate ‘Last Look - Does The Benefit Of Revealing Broad Pricing To Customers Outweigh The Unfair Disadvantage It Creates For Price Makers?’ on the 14th September.
Director of Institutional Sales
Danielle is the Director of Institutional Sales for Pragma, responsible for the global sales initiative for Pragma’s multi-asset, independent quantitative trading technology solutions. Prior to joining Pragma in 2013 she was a Director within the Advanced Execution Services division at Credit Suisse and responsible for sales in the Americas for the AES FX platform. Prior to joining CS in 2007, Danielle was Vice President of Sales within the Electronic Trading Services division at Banc of America Securities. Danielle will be participating in the Panel Discussion ‘Adopting Next Generation Best Execution Practices: What Crucial Pre Trade Insights Can Help You To Make More Informed Trading Decisions, And How Can You Exploit Next Generation Algos To Sharpen Your Trading Edge?’ on the 14th September.
Global Co-Head Of Electronic FX Spot Trading
Roel is the global co-head of electronic FX spot trading at Deutsche Bank. He started his industry career as a quant in cash equity algo trading in 2006. Prior to that he was in academics, most recently as a tenured associate professor of finance at the Warwick Business School. Roel holds a PhD in econometrics, is a senior research fellow at the London School of Economics, and has published widely on the econometric analysis of high frequency data. Roel will be contributing his industry expertise to the keynote “Liquidity Aggregation, Execution Risk And Transaction Cost Analysis For FX Spot” on the 14th September.
Peter Panholzer is the founder of DynexCorp, managing FX portfolios since 1990. DynexCorp’s currency fund ranked #1 worldwide in 1998 (48%, max DD 5%). Since 2003 DynexCorp is a counter-party of Deutsche Bank, first managing DB proprietary funds, then as FX programme on its db Select platform (2005-2013). Since 2008 DynexCorp is responsible for dynamic investible custom index composition implemented on db Select via Total Return Swaps.
Robin is an advisor focusing on Regulation of the OTC Financial Markets, in particular the preparation for MiFID II and mitigation of Conduct Risk. Following a career in foreign exchange trading and management, Robin spent time at Thomson Reuters managing part of the FX&MM business. In recent years Robin has spent a considerable amount of time engaging with Regulators and key market participants around the G20 commitment to regulation and potential consequences on the OTC markets. He has built up a significant network of contacts and experience in this field. This background gives Robin a deep understanding of the foreign exchange industry, strong understanding of the policies and aims of the newer global Regulatory approach, as well as a recent ‘neutral’ non-bank history – providing a unique insight into how the OTC business is being and will be affected by the recent and impending Regulations such as Best Execution and Investor Protection under MiFID. Changing culture in particular is a major focus for his work, helping firms understand how a programme to demonstrate change in this area might be realised and aligned to the aims of FEMR and SMR – such as for the extension of SMR into the wider wholesale markets. Alongside his conventional role, from 1999-2002 Robin also acted as President of ACI UK, the financial markets association. He sits on the OMFIF Advisory Board and previously sat on the ESMA Consultative Working Group that is looking at Regulatory Technical Standards relating to MiFID II implementation and on the ECB FX Contact Group. Robin will be taking part in the Debate ‘Last Look - Does The Benefit Of Revealing Broad Pricing To Customers Outweigh The Unfair Disadvantage It Creates For Price Makers?’ on the 14th September.
Peter is proud to be leading a very experienced team of finance professionals, technologists and market structure specialists as they move SETL from a fully functioning prototype able to process over 1.3 bn movements per day at speeds in excess of 10k tps, into a full production environment featuring dedicated 'walled garden' contracts, real world business models and a deep respect for adoption, integration and innovation at participant financial institutions. From early 2013 Peter has worked with various PE firms and other investors to explore ownership and control opportunities in the European platform space. As founding CEO of Chi-X Europe Ltd, he led the company from 2005 until 2009 which coincided with its growth from an unknown platform to be one of the top 5 platforms in Europe by volumes traded. Subsequently, as CEO of Equiduct, Peter restuctured the business, and turned it into the fastest growing platform in Europe in 2012. Prior to these assignments he was COO at Instinet Europe Ltd, and Executive Director of FIX Protocol Ltd. Peter is a guest speaker exploring ‘FinTech Innovation Disrupting The FX Ecosystem - How Can You Exploit Blockchain To Lower Your Costs Of Transacting, Clearing And Settling?’ on the 15th September.
Global Head of FX Algorithmic Execution
Founding Partner, Head of Trading
Adrian Lee & Partners
Nigel is in charge of the Trading desk and also oversees the Dublin HQ which incorporates 15 members of staff from Portfolio Management, Trading, Legal & Compliance, Accounts, IT and back office functions. Adrian lee & Partners has been market leaders in active asset and currency management for the last 16 years and have over 30 years experience in FX fund management/FX trading. They continually look to adjust their processes to improve client alpha within currency selection, allocation size and trading techniques. Trading platforms are compared for their bulk order capabilities and the added value vs. cost, counterparty bank capabilities are regularly evaluated with direct feedback given and trading technique and trade level are assessed on a trade by trade basis. Bulk order trading for developed and EM currencies require specific technology and they work with platform providers to achieve these goals in various formats. SESSION TO BE CONFIRMED
Head of FX Execution
AXA Investment Managers
Lee is the head of FX and MM for AXA IM, the 2nd largest money manager in 2015, covering both the Paris and London offices. After 10 years as an Investment Manager, Lee Sanders made the move to trading to help set up an execution function for FI and FX and MM and this has slowly been rolled out to a more a global role. Lee Sanders has embraced changes in e-commerce and market structure and by doing so has helped make the desks he manages more efficient. Lee also has worked on TCA projects and also many initiatives to improve the quality of execution in all the asset classes he oversees. Lee will be participating in the Panel Discussion ‘Determining your wish list for partnering with new FX platforms’ at the Platform Evaluation Day on the 13th September.
Product Manager, Buy Side FX
Glen has worked in the foreign exchange industry for more than 25 years. He spent 19 years with Schroder Investment Management - the last 10 as Head of Trading, FX - with a primary focus on execution excellence and performance monitoring. He managed the development of an in-house TCA tool before independent offerings were available; this was used to demonstrate the trading desk’s value to the business. At FlexTrade Glen is responsible for the product management of the company’s buy-side FX and TCA products. Glen will be joining the Panel Discussion ‘Adopting Next Generation Best Execution Practices: What Crucial Pre Trade Insights Can Help You To Make More Informed Trading Decisions, And How Can You Exploit Next Generation Algos To Sharpen Your Trading Edge?’ on 14th September.
CC Track Solutions
Robert runs a small start up fund, CC Track Solutions, which is backed by CITIC Capital with 14 people and total AUM of $75 million. The focus of the fund is FX trading systematically, and Robert’s entire career has been focused on FX space starting with his work as a Quant strategist at Goldman. He will be taking part in the Debate ‘Execution Model Pros And Cons - Is A Pure Shift Towards The Agency Model A Wise One, Or Should Principal And Hybrid Models Still Have A Key Role To Play?’ on the 15th September.
Partner and Head of FX
Emidio oversees research, portfolio management and trading for AHL’s $3bn+ Foreign Exchange portfolio. He joined AHL in 2008 and has held several positions, including serving as the deputy head of the FX and commodity teams. He had previously contributed significantly in developing cross-asset systematic fundamental models. More recently he has overseen the research and development of fast trading strategies in FX space. Emidio will be participating in the Debate ‘Active Currency Strategies – Which Will Yield The Best Profits In Current Market Conditions?’ on the 14th September as well as contributing his expertise to the session ‘Fireside Chat: Capturing Alpha in Emerging Markets - As Traditional Strategies Falter, What Are The Alternative Methods For Generating Alpha?’ on the 15th September.
CIO, Stelrox Systematic Programme
Buford is CIO of the C-View Stelrox Systematic Currency Strategy, an emerging FX strategy managed by C-View Limited, which began trading in September 2014. The Stelrox strategy is the culmination of his 28 years of trading experience, spent at top-tier financial institutions, including JP Morgan, Merrill Lynch, and Goldman Sachs. Prior to founding Stelrox, Buford was Managing Director at Standard Chartered Bank, where he founded and ran the Alternative Asset Group, an elite quantitative trading group focused on futures and currencies. Buford will be taking part in the session ‘Gaining The Critical Information Edge: How Can You Take Advantage Of Data Analytics To Make More Informed Investment And Trading Decisions?’ on the 15th September.
EVP Technology & Transaction Services
John will be taking part in the One-on-One Interview ‘HFTs And Non Bank Market Makers: How Are They Carving Out A Significant Role In Liquidity Provision To The FX Market?’ on the 15th September.
Managing Director and Head, Global e-Commerce Solutions, Global Markets
CIBC Capital Markets
Takis joined CIBC Capital Markets in 2009 and is responsible for effectively promoting the Bank’s electronic pricing and trading services to internal and external clients for fixed income, currencies and commodities. Prior to joining CIBC Capital Markets Takis was head of FX e-Commerce sales and trading at a major North American investment bank. Previously he had run the FX e-trading business for a major German investment bank and was a quantitative analyst for a major British investment bank working on equity derivatives, interest rate swaps, convertible bonds and FX options. Takis will be taking part in the Panel Discussion ‘Shining A Light On The Blurring Boundaries Amongst FX Market Players - How Is The Provision, Distribution And Consumption Of Liquidity Shifting?’ on the 14th September.
Senior Currency Portfolio Manager
Prior to joining SSGA, Helen was a Partner at a global macro fund, ABD Investment Management LLP. Before that, Helen worked for thirteen years in foreign exchange at a number of investment banks, including Societe Generale and Merrill Lynch. She also spent time working in politics, as an advisor to George Osborne in the Office of the Shadow Chancellor, and as a Research Fellow at the think tank Policy Exchange. She has authored a number of policy papers and contributed research to a book on the financial crisis entitled “Masters of Nothing”. Helen is a CFA Charterholder and is the Chair of CFA UK’s Continuing Education Committee. Helen will be hosting the Women In Trading breakfast on the 15th September and will also be contributing her expertise to the sessions ‘US Dollar Drill Down – Is The US Dollar Still A Safe Haven In The Current Market?’ and ‘Crystal Ball Session: FX Markets In 2026 - What Does The Future Hold For All FX Players In The Next Decade And Beyond?’, both also on the 15th September.
Senior Currency Overlay Manager
Achim has a 20 year+ track record in FX and FI management including 15 years of leadership responsibility. He has comprehensive experience with mutual funds, segregated accounts and CTA platforms (running an alpha currency programme with an excellent performance record), as well as various client segments: institutional, private, retail, and ultra-high net worth individuals. Metzler is the oldest private bank in Germany with an unbroken tradition of family ownership and draws on more than 340 years of business experience. Previously, he was Head of Global Fixed Income and Currency Management with Oppenheim Asset Management and worked for Oppenheim Research as an interest rate and currency strategist, where he established the currency analysis and the currency process for Oppenheim Research. Prior to working for Oppenheim, Achim was consultant to the Rheinischer Sparkassen- und Giroverband in Düsseldorf in the area of interest rate forecasts and risk management. Achim will be participating in the Panel Discussion ‘Moving Beyond China’s Renminbi - Which Other Emerging Market Themes Should You Factor Into Your Portfolio Mix?’ on the 14th September.
Ali is the co-founder and CEO of Quod Financial, an adaptive multi-asset trading software vendor headquartered in London. Ali provides the strategy, is in charge of the product management, and works with the different offices in Hong-Kong, Dubai, and London to create the best technology and SaaS product suite. He co-founded and chairs, in addition to Quod Financial, Karbone, an environmental finance services company based in New York. Ali co-founded Net2s, an international IT services company (Public on Euronext) which was acquired by British Telecom in January 2008. Ali will be taking part in the Crystal Ball Session ‘FX Markets In 2026 - What Does The Future Hold For All FX Players In The Next Decade And Beyond?’ on the 15th September.
Head of Business Solutions
Sarasin & Partners LLP
Howard Tai is a senior analyst with Aite Group, focusing on derivatives products, multi-asset class investment, and risk management strategies, as well as the role of electronic trading in currency, equity derivatives, convertible securities, and equities. Howard brings to Aite Group more than 25 years of investment experience across multiple asset classes and derivatives products. Before joining Aite Group, he spent more than 15 years with American Century Investments (ACI), most recently as vice president, currency and equity derivatives specialist. In this role, he was responsible for policy, strategy, risk management, and trading of foreign exchange, equity derivatives, and convertible securities. During his tenure at ACI, he traded currencies, equity futures, listed equity options, OTC structured products, convertible securities, and Asian, European, Latin American, and U.S. equities. He also served as a member of the Asia-Pacific Steering Committee for FIX Protocol Ltd. Prior to joining American Century Investments, Howard worked for Citigroup and JPMorgan Chase. Mr. Tai has been quoted extensively in the financial press and in trade publications such as Global Pensions, Institutional Investor, Euromoney, FX Week, Advanced Trading, and Wall Street & Technology. He has presented at leading industry events globally.
Global Head of Foreign Exchange
Saxo Markets, Singapore
Head of EMEA Sales in Transactions
Iskandar is responsible for the expansion of Thomson Reuters FX Transactions clients in EMEA, with primary focus on winning new business from the largest European Asset Managers, Hedge Funds and Corporations. Most recently serving as Managing Director, FX Distribution, European Real Money at Barclays and previously serving as Director, FX Sales at RBS and in other senior sales roles at AGI and ABN AMRO, Iskandar is well known and respected in the European FX community with particularly strong relationships in the Asset Management segment. Iskandar will be taking part in the Panel Discussion ‘All Star Panel: A View From The Full FX Value Chain - How Is The FX Market Likely To Evolve In 2017 And What Do These Market Structure And Macro Changes Mean For Buy Side Trading And Portfolio Management Functions?’ on the 15th September.
Founder & CEO
As CEO, Ilya Gorelik is responsible for setting the strategic direction of the company, as well as overseeing global product development, sales and marketing. Ilya has more than 15 years of experience managing large-scale software projects and teams. He was one of the key development leaders of PTC, where he worked from 1989 to 1998, attaining the position of Senior VP of Engineering and Chief Technology Officer. From 1998 until 2000, Ilya was Senior VP of Product Strategy and Development and Chief Scientist for FirePond. From 2000 until founding Deltix in 2005, Ilya worked as Advisory CTO for HighRoads and several other software technology companies. Ilya will be taking part in the Platforms Introduction session on the 13th September.
Co-Founder and President
Alex Scarsini is President and Co-Founder of Edgewater Markets LLC. Mr. Scarsini is an industry veteran with over 25 years of experience in Foreign Exchange . Alex co-founded Edgewater Markets in 2009 after leaving Deutsche Bank in New York where he ran the hedge fund sales desk across FX products. DB was widely viewed as #1 in FX during the years Alex managed and expanded the firm's hedge fund sales business. Alex has a truly global track record that includes senior FX management positions in London, New York and Chicago. Prior to DB, Alex held similar roles at Merrill Lynch, ABN AMRO, and Barclays where he managed FX trading desks, institutional sales and prime brokerage businesses.
Head of Workflow Management Proposition
Neil joined Thomson Reuters in May 2013. He leads the development of multiple FX products for Thomson Reuters, including Thomson Reuters Electronic Trading. Prior to joining Thomson Reuters, Neil was Managing Director and European Head of Fixed Income E-Trading Strategy at Morgan Stanley. He was also Head of Product Strategy at FXall and held a number of quant-related roles within J.P. Morgan’s STIRT, FX Options and eCommerce trading businesses. Neil will be taking part in the Platforms Introduction session on the 13th September.
CEO & Co-founder
Gene is the Tradle CEO & Co-founder and a software executive whose products run at 90% of Fortune 500 companies. He is a frequent speaker and the architect of the global trust provisioning network, starting with the award winning Know Your Customer (KYC) on blockchain. Starting with the KYC on blockchain, Tradle is building a global trust provisioning network using distributed ledger technology. Winner of KPMG’s 2016 Fintech Challenge and included in the FinTech50 list, as announced at Money 20/20, Tradle's mission is to provide a core fintech / regtech infrastructure for a single digital market in EU and globally. A graduate of Startupbootcamp Fintech London 2015, Tradle has completed 3 pilots with major banks and insurance companies and currently has 5 pilots with Tier 1 institutions underway. Tradle is using the blockchain to bridge internal and external financial networks to achieve customer-controlled KYC portability leading to cost reduction, enhanced revenue generation and improved user experience. Tradle's app development, data modelling and integration platform allows it to provide omni-channel trust provisioning solutions for all banking and insurance sectors.
Co-Head EMEA FX Sales
Mauricio is Co-Head of EMEA FX Sales and Global Head of eFX Sales. He has a dual mandate in EMEA of running EMEA FX Sales and increasing BofAML’s penetration electronically with high content clients. Globally the objective is to drive a clear vision of our Electronic Sales strategy and to continue to improve the eFX product working with trading and clients. Previously, Mauricio was at Goldman Sachs for twelve years, most recently as Head of FX Sales for Iberia for five years and before that, he was a rates & FX structurer for GS PWM for five years. He started his career in Goldman Sachs Miami PWM in 1998 as a financial analyst out of university. Mauricio will be participating in the Panel Discussion ‘Adopting Next Generation Best Execution Practices: What Crucial Pre Trade Insights Can Help You To Make More Informed Trading Decisions, And How Can You Exploit Next Generation Algos To Sharpen Your Trading Edge?’ on the 14th September.
Walnut Algorithms is a technology firm focused on applying the latest advances in data science and machine learning research to the financial markets. We combine advanced machine learning techniques with financial expertise to generate absolute return investment strategies. We develop sophisticated trading models able to continuously learn and improve. The strategies are designed to identify meaningful patterns forming in the financial markets with high levels of confidence. They scale over numerous assets globally and intelligently self-adapt to changing market conditions.
Walnut Algorithms will start managing third party assets from 2017.